strong. i'm simplifying. at 10:00, the ism services number came out and the employment component of that showed weak job growth, disappointing job numbers there. so how does the market we act? follow the situation, look what goes on here. s&p futures here, the strong jobs report at 8:30, more chance the fed tapers, stock market moves down. 10:00, weak jobs report, less chance the fed tapers, the market rallies. that's how you understand it. same thing with the bond market. look at bond yields. strong jobs report at 8:30, more chances the fed tapers. there you go, bond yields go up. then at 10:00, you see the report came out, less chance of a fed taper, bond yields tend to move to the downside. remember, it's about job creation or lack of job creation. that's what's moving the market right now. move on, let me show you the risk on rally. had a few down days, weakness. it's come back, materials, finances and technology all to the upside.